Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Sell
8,770
-261
-3% -$12.6K 0.04% 244
2025
Q1
$438K Sell
9,031
-19
-0.2% -$922 0.05% 244
2024
Q4
$442K Buy
9,050
+109
+1% +$5.32K 0.05% 247
2024
Q3
$555K Buy
+8,941
New +$555K 0.06% 225